Streamline your workload and stay on top of your deadlines with the Portfolio Task Organizer, designed for professionals managing complex roles. This versatile spreadsheet helps you track, prioritize, and delegate tasks across up to six portfolios, making it perfect for overseeing departments, direct reports, or various functions.
Features:
> Input Tab: Jot down tasks/projects, assign priorities (High/Med/Low), set due dates, and designate owners or delegates.
> Priorities in the Weeks Ahead: Visualize top priorities for the current week and the next two weeks. Get a clear snapshot of daily deadlines and their priority levels, with color coding for easy identification.
> Next 10 Tasks Due by Owner/Delegate: Dynamically generate the next 10 tasks due for any individual. Perfect for personal task reviews or 1:1 updates with team members.
> Portfolio Recap: View a comprehensive list of outstanding tasks, sorted by priority, due date, or project. Overdue tasks are highlighted for quick action.
> Comprehensive YouTube Tutorial included to walk through the spreadsheet functionality along with some tips and tricks. It can be found at: https://youtu.be/YDwqhj3djRQ on the @StepAheadSheets YouTube Channel.
As tasks are completed, mark them off on the input tab to automatically remove them from the dashboard. Simple task clean up capability to remove old/completed tasks easily.
Whether you’re coordinating multiple teams or managing your own workload, this tool offers clarity, organization, and peace of mind. Perfect for professionals looking to reduce overwhelm and gain control over their deadlines. Download, customize, and take a step ahead with your task management today!
Designed for Office 365 Users (Current Channel). Instant Excel File Download
